VIRTUAL PERSONAL BANKER
$17.25 - $21/hr
VIRTUAL PERSONAL BANKER DEPARTMENT: Operations CLASSIFACTION: Non - Exempt REPORTS TO: Operations ... Develops relationship with customers via the ITM to identify sales opportunities and cross-sell ...
VIRTUAL PERSONAL BANKER
$17.25 - $21/hr
VIRTUAL PERSONAL BANKER DEPARTMENT: Operations CLASSIFACTION: Non - Exempt REPORTS TO: Operations ... Develops relationship with customers via the ITM to identify sales opportunities and cross-sell ...
VIRTUAL PERSONAL BANKER
Jasper, IN · On-site
$16 - $18/hr
VIRTUAL PERSONAL BANKER DEPARTMENT: OperationsCLASSIFACTION: Non - ExemptREPORTS TO: Operations ... Develops relationship with customers via the ITM to identify sales opportunities and cross-sell ...
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VIRTUAL PERSONAL BANKER
Jasper, IN · On-site
$16 - $18/hr
VIRTUAL PERSONAL BANKER DEPARTMENT: OperationsCLASSIFACTION: Non - ExemptREPORTS TO: Operations ... Develops relationship with customers via the ITM to identify sales opportunities and cross-sell ...
VIRTUAL PERSONAL BANKER
Jasper, IN · On-site +1
$16 - $18/hr
VIRTUAL PERSONAL BANKER DEPARTMENT: Operations CLASSIFACTION: Non - Exempt REPORTS TO: Operations ... Develops relationship with customers via the ITM to identify sales opportunities and cross-sell ...
VIRTUAL PERSONAL BANKER
Jasper, IN · On-site +1
$16 - $18/hr
VIRTUAL PERSONAL BANKER DEPARTMENT: Operations CLASSIFACTION: Non - Exempt REPORTS TO: Operations ... Develops relationship with customers via the ITM to identify sales opportunities and cross-sell ...
Float Concierge Banker
Newburgh, IN · On-site
$17.80/hr
Work across multiple branch locations and the Virtual Banking Center to support operational needs ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site
$17.80/hr
Work across multiple branch locations and the Virtual Banking Center to support operational needs ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
$17.80/hr
Work across multiple branch locations and the Virtual Banking Center to support operational needs ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
$17.80/hr
Work across multiple branch locations and the Virtual Banking Center to support operational needs ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site +1
$17.80/hr
Work across multiple branch locations and the Virtual Banking Center to support operational needs ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
Float Concierge Banker
Newburgh, IN · On-site +1
$17.80/hr
Work across multiple branch locations and the Virtual Banking Center to support operational needs ... Provide referrals to Senior and Relationship Bankers when appropriate * Maintain up-to-date ...
RPS Relationship Manager
Indianapolis, IN · Remote
$62K - $122K/yr
Old National Bank has been serving clients and communities since 1834. With over $70 billion in ... Lead virtual annual enrollment meetings and participate in education sessions using approved ...
RPS Relationship Manager
Indianapolis, IN · Remote
$62K - $122K/yr
Old National Bank has been serving clients and communities since 1834. With over $70 billion in ... Lead virtual annual enrollment meetings and participate in education sessions using approved ...
Universal Banker
Lafayette, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Lafayette, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Elkhart, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Elkhart, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
West Lafayette, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
West Lafayette, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Crown Point, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Universal Banker
Crown Point, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Traveling Universal Banker
Fishers, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Traveling Universal Banker
Fishers, IN · On-site
$19/hr
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Senior Virtual Loan Processor
Fishers, IN · On-site
$28 - $33/hr
... Virtual Loan Processor is responsible for processing residential mortgage and equity loan ... Promote relationship banking * Describe available Northwest products and services to loan customers
Senior Virtual Loan Processor
Fishers, IN · On-site
$28 - $33/hr
... Virtual Loan Processor is responsible for processing residential mortgage and equity loan ... Promote relationship banking * Describe available Northwest products and services to loan customers
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
... relationship within our communities. Our associates are the most valuable asset we have. The ... Represent Centier professionally with virtual and/or outside community involvement, external ...
Virtual Relationship Banker information
What does a virtual relationship banker do?
A Virtual Relationship Banker assists clients with their banking needs through digital channels such as phone, email, or video calls. They help customers manage accounts, process transactions, offer financial advice, and resolve issues remotely. This role combines customer service skills with knowledge of banking products to build strong client relationships without in-person interactions. Virtual Relationship Bankers often use secure technology platforms to provide a convenient and personalized banking experience.
What are the key skills and qualifications needed to thrive as a virtual relationship banker?
To excel as a Virtual Relationship Banker, you need strong financial acumen, customer service expertise, and typically a bachelor's degree in finance or related field. Familiarity with CRM software, digital banking platforms, and secure communication tools is essential. Excellent verbal communication, active listening, and problem-solving skills help build trust and rapport with clients remotely. These abilities are crucial for delivering personalized financial solutions and maintaining client satisfaction in a virtual environment.
How does a virtual relationship banker typically collaborate with other departments to support clients?
As a Virtual Relationship Banker, you’ll frequently work with colleagues across departments such as loan processing, fraud prevention, and wealth management to address clients’ diverse financial needs. Clear communication and prompt coordination are essential, especially when resolving complex issues or referring clients for specialized services. Most teams use digital platforms and regular virtual meetings to maintain seamless collaboration, ensuring clients receive comprehensive and timely support. This cross-functional teamwork not only strengthens client relationships but also broadens your exposure to various banking functions.
What is the difference between Virtual Relationship Banker vs Virtual Personal Banker?
| Aspect | Virtual Relationship Banker | Virtual Personal Banker |
|---|---|---|
| Credentials | Banking certifications, financial licenses | Banking certifications, financial licenses |
| Work Environment | Remote, client-focused, digital platforms | Remote, client-focused, digital platforms |
| Employer & Industry | Banks, financial institutions | Banks, financial institutions |
| Search & Comparison Intent | Customer relationship management, financial advising | Customer service, banking support |
Both Virtual Relationship Bankers and Virtual Personal Bankers work remotely within banking institutions, focusing on client interactions. The main difference lies in their roles: Virtual Relationship Bankers typically handle broader relationship management and financial advising, while Virtual Personal Bankers focus on day-to-day banking support and customer service. Understanding these distinctions helps job seekers identify the right role based on their skills and career goals.
What are the most commonly searched types of Relationship Banker jobs in Indiana? The most popular types of Relationship Banker jobs in Indiana are:
What are popular job titles related to Virtual Relationship Banker jobs in Indiana? For Virtual Relationship Banker jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Virtual Relationship Banker jobs in Indiana look for? The top searched job categories for Virtual Relationship Banker jobs in Indiana are:
What cities in Indiana are hiring for Virtual Relationship Banker jobs? Cities in Indiana with the most Virtual Relationship Banker job openings:
$17.25 - $21/hr
Full-time
Posted 4 days ago
Job description
JOB DESCRIPTION: VIRTUAL PERSONAL BANKER
DEPARTMENT: Operations
CLASSIFACTION: Non - Exempt
REPORTS TO: Operations Manager
SUPERVISES: No supervisory responsibility
SUMMARY: Supports customer Interactive Teller Machine (ITM) transactions through effective interpersonal interactions, excellent customer service, and accuracy. Answers customer service calls and online chats and resolves individual's questions and issues, handles complaints, completes transactional requests, performs research, follows-up on customer issues, and assists with various duties within the department.
Effective Date: February 19, 2025
MAJOR DUTIES & RESPONSIBILITIES:
- Responsible for the efficient, effective, and accurate performance of ITM functions which includes
accepting deposits and loan payments, disbursing cash or check withdrawals, balancing daily transactions, posting transactions to customer accounts, maintaining customer records, and transferring funds from accounts as directed.
- Answers phones and online chats professionally, research issues, responds to inquiries, handles and resolves complaints, and routes calls and chats to appropriate departments.
- Provides business and consumer customers with digital banking support.
- Develops relationship with customers via the ITM to identify sales opportunities and cross-sell products and services.
- Reviews mobile deposits and merchant capture transactions and X-9 files.
- Completes time-sensitive documents and reports as needed (currency transactions reports, suspicious activity reports, and hold forms) and identifies and escalates priority of issues.
- Indexes documents, balances ITM and ATM's, verifies wires, and performs maintenance as needed.
- Responds to after hour call messages, calling customers from Enfact Call list confirming card transactions.
- Certificate of Deposit Maintenance, review and notices mailings.
- Responsible for adhering to compliance laws, regulations, and established Bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering. Reviews activity and reports for potential fraud.
- Actively achieves individual sales, referral, operational, and community involvement goals.
- Performs other duties as assigned
EDUCATION & EXPERIENCE:
- High school diploma or equivalent.
- One year of call center, customer service, frontline or operation experience preferred.
KNOWLEDGE, SKILLS, AND ABILITIES:
- General knowledge of financial products, servicing, and operational procedures.
- Excellent sales and interpersonal communication skills.
- Excellent analytical skills and the ability to troubleshoot problems.
- Ability to work well with others and in a fast-paced environment with the need to adapt to technology changes regularly.
- Fluency in computer applications, including Microsoft Office Programs.
About Springs Valley Bank & Trust
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